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Business rule or workflow to update Portal Status based on Dynamic Case Status

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Posted on by VinLai0402

Hello,

I created a table named 'Case Portal Status Mapping:

1. Case Status | OOTB status Type
2. Portal Status | OOTB status type

Case Status	Portal Status	System Status
New	New	Active
Submitted	Submitted	Active
Waiting on someone else	In Progress	Active
Pending Partner Action	Pending Partner Action	Active
In Progress	In Progress	Active
Deferred	In Progress	Active
Closed	Completed	Resolved
Cancelled	Cancelled	Cancelled

Then added a new field 'Portal Status' on Case form. I need to the Dynamics status of Case should be mapped to status shown on Portal.

Any idea how to map the Portal and case status and what actions should I do for Workflow/Business rule to update Portal Status based on Case Status Reason?

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Eiken on at

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RE: Business rule or workflow to update Portal Status based on Dynamic Case Status

Hi,

Has your problem been solved? Did my answer help you?
Suggested answer

Eiken on at

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RE: Business rule or workflow to update Portal Status based on Dynamic Case Status

Hi,

I recommend you to use Business rule to update the portal status, it is faster than workflow and have a nicer UI.

Create the following business rule.

The whole rule:

IF

Status Reason equals "In Progress,Deferred,Waiting for Details"

THEN

Set Portal Status to "In Progress"

ELSE IF

Status Reason equals "Submitted"

THEN

Set Portal Status to "Submitted"

ELSE IF

Status Reason equals "Pending Partner Action"

THEN

Set Portal Status to "Pending Partner Action"

Then the portal status updates based on the case status reason.

The system status can also update based on case status reason.

Configure it in the following setting.

.
DavePinch on at

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RE: Business rule or workflow to update Portal Status based on Dynamic Case Status

Hi VinLai0402, you will likely get better tracking posting at the Power Platform community at powerusers.microsoft.com/. Alternately you try community.dynamics.com/ and look for a forum closer to your product. This forum is for Dynamics 365 Guides, a HoloLens app for collaborating and training with holograms. Good luck!